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Vertex FinTech
Active Client · EK Ethan Kaplan · AI Agents · site ↗
Status
Next Best Action
Next step overdue on deal "Vertex FinTech — Onboarding Agent": Schedule discovery
$6,000/mo
Retainer / mo
4
Open deals
6
Open tasks
5
Overdue
29-06-2026
Last touch
—
Next meeting
OverviewDealsTasksMeetingsNotesFiles

Tasks (8)

Follow up on Vertex enterprise termsUrgent
Waiting · Ethan Kaplan · due 23-06-2026
Send proposal follow-up to VertexMedium
Planned · Ethan Kaplan · due 24-06-2026
Tune Vertex escalation flowsHigh
In Progress · Ethan Kaplan · due 24-06-2026 14:30
Code review for Vertex agentMedium
In Review · Aaron Berger · due 26-06-2026
Prepare proposal for Vertex FinTechHigh
In Progress · Ethan Kaplan · due 27-06-2026
Discovery prep for Vertex KYCMedium
Planned · Ethan Kaplan · due 30-06-2026
Demo Vertex support agentHigh
Done · Ethan Kaplan · due 18-06-2026
Send Vertex support proposalHigh
Done · Ethan Kaplan · due 23-06-2026